Lisa M. Lees

lisa-lees

Lisa M. Lees joined the Kabler/Thomas team in September of 2014 as an Associate Advisor. Lisa has over 15 years of experience in the financial services industry. She began her career in banking as a teller for a local bank. She worked for 8 years at a small broker dealer firm as an operations professional prior to joining Kabler/Thomas. She holds Series 6 and 63 registrations with LPL Financial and serves many roles for the organization, including customer service and portfolio management. She works closely with clients to ensure their investment and retirement goals are being pursued and takes great pride in client satisfaction.

Outside of the office Lisa is very involved in the community and participates as a volunteer for many organizations. She serves as the board chair of the Witness Commission at her church, is a member of the Windber Football Boosters executive committee and is a member of her family’s Relay for Life team in memory of her grandfather. Lisa resides in Windber with her husband Matt and 3 children, Julia, John, and Luke.